Hatchbuck Hacks: Our Favorite Tips & Tricks Hosted by Katie Culp | Hatchbuck Consultant

Over 150 YEARS of combined sales & marketing experience on our team (we know a thing or two!)

The Agenda Sales Tips Marketing Tips

Sales Tips

Inputting leads from a form Jamie’s Tip: Inputting leads from a form Useful For: Inputting a lead from a trade-show or conference

Task-based campaigns Erin’s Hack: Useful For: Automating call reminders for leads/opportunities/customers

Customizing list views, filtering, and sorting Tricia’s Hack: Customizing list views, filtering, and sorting Contact Scoring is really helpful for me. I am able to pull by contacts who I have not yet closed a deal with, sort them by highest contact score, and follow-up with our hottest opportunities. -Tricia Useful For: Locating your most engaged opportunities.

End campaign for new opportunity Jess’s Hack: End campaign for new opportunity Useful For: Stopping irrelevant campaigns (prospecting campaigns) for people coming in through forms

Back-dating tasks & flagging as high-priority Olivia’s Hack: Back-dating tasks & flagging as high-priority Useful For: Flagging important tasks and making sure your Activity by User report is up to date

Erin’s Tip: User-level security Useful For: Limiting what your users can see and do User-level security allows me to customize the permissions for my team and make sure only those that I’ve selected can send communication on behalf of others. -Erin The next tip comes from Erin and it has to do with User Level Security. If you’re managing a sales team it might be important to make sure that your reps can ONLY see the contact, company, and deal information pertinent to them. Head to Account Settings > Account > Users These permissions allow you to control what your users are able to see and do in the database. You can edit the permissions of any current users, and when you invite new users you can select their permissions right from the start. There will be a checkbox for system administrator, permissions checkboxes for logging in and exporting data, and one for sending on behalf of others. You can also give, or not give users the ability to view and edit other users' records This will also limit their ability to view or edit other user's contacts, companies & deals. Finally, you can decide if they should be able to Delete other users' records (including user’s contacts, companies & deals)

Marketing Tips

Using pre-designed templates and duplicating emails Allie’s Trick: Using pre-designed templates and duplicating emails Useful For: Creating professional-looking email templates that you can duplicate & replace content in.

Inverse tagging Teal = Include Red = Exclude Eric’s Hack: Useful For: Filtering by a niche group of contacts for you to up-sell or cross-sell to Teal = Include Red = Exclude

Link action tagging strategy Katie’s Trick: Link action tagging strategy Useful For: Using “interest” tags to gauge overall interest level.

Lead source tracking Nicci’s Hack: Useful For: Tracking the campaign source of new leads When you have a number of forms on your website and landing pages, it’s super important to track the source. Hatchbuck will automatically populate a lead source, which allows us to quickly see our best lead channels. - Nicci

Pre-built campaigns Lindsey’s Tip: Useful For: Quickly building out and customizing campaigns for communication

Questions? Ask now, or Email me: kculp@hatchbuck.com Next webinar: Content Creation 101 · 12.14.2017 Next success hour: 12.7.2017